Sri Balaji RealtyRERA TN/29/Agent/0412 · 2% commission
Approved- Booking value
- ₹1.45 Cr
- Earned at conversion
- ₹2.90 L
- Releasable now
- ₹1.16 L
- Paid out · s.194-H TDS recorded
- ₹0.58 L
The productEvery screen a builder’s
Every screen a builder’s
team actually uses.
Thirteen screens from a sample workspace — pipeline, lead record, quote, unit grid, payments, construction stages, portal, partners and automation — then the numbers behind marketing spend and broker commission.
The application, one screen at a time.
Enquiries248↑ 18%
Site visits64↑ 13%
Bookings21↑ 16%
Collected₹4.8 Cr↑ 15%
Bottleneck: 31 qualified leads without a site visit in 7 days
01 / 13
The owner’s screen
KPIs honest to the selected range, the funnel, and the bottleneck called out.
- The owner’s screen: KPIs honest to the selected range, the funnel, and the bottleneck called out.
- The pipeline, five ways: Kanban with the workspace’s own stages; the same records as list, compact, swimlane and funnel.
- The lead record and its score: Every call, WhatsApp, note and site visit against the lead. Score 0–100 with a written reason.
- Cost sheet to branded quote: Area, rate, car park, corpus and GST totalled live; the PDF in your name with bank, UPI and a QR.
- Projects and the unit grid: Block / floor / unit board with hold and release — available, held, booked, sold.
- Bookings, receipts and the statement: Milestone template editable per workspace; numbered receipts; GST and s.194-IA TDS on every payment.
- The stage, and the demand it moves: Stages with % complete, the date reached and photographs. The demand is dated from evidence.
- The customer’s own screens: Dues, bank and UPI details, receipts, documents, and the same construction timeline staff see.
- After the booking, someone owns it: RM dashboard: roster, milestones due, documents still to collect.
- What the portals actually cost: Spend → leads → visits → bookings → revenue by source, with cost per lead and per booking.
- Partners, and money released as collected: Registry with firm, RERA number and rate; a referral link and a partner portal each.
- Your brand, your people: Logo, colours, sign-in copy, workspace address, your own email, WhatsApp and SMS senders. Eight roles plus custom roles.
- Automation, and the record of everything: Trigger on the pipeline → wait → nudge, task, reassign or score. Append-only audit trail underneath.
Sales intelligenceSee where your
See where your
property sales stand.
Enquiries, site visits, conversions, bookings and revenue — measured across every project and sales executive.
248
Enquiries
↑ 18.4%64
Site Visits
↑ 12.7%38
Conversions
↑ 9.3%21
Bookings
↑ 16.2%₹4.82Cr
Revenue
↑ 14.8%Monthly bookings
Bookings and pipeline value, last six months
BookingsPipeline value
Marketing spend and source ROI
Spend → leads → site visits → bookings, by source
Website form₹1.5 L → 7 leads → 3 bookings
Per lead ₹21,429Per booking ₹50,000
99acres₹2.4 L → 41 leads → 2 bookings
Per lead ₹5,854Per booking ₹1.2 L
MagicBricks₹1.8 L → 29 leads → 1 booking
Per lead ₹6,207Per booking ₹1.8 L
Walk-in— → 12 leads → 2 bookings
Per lead —Per booking —
A lead is attributed only when exactly one campaign matches its source and dates. A dash means “no spend recorded” — never “free”. Illustrative figures from a test workspace.
Channel partnersCommission released
Commission released
as the customer pays.
A broker registry, a referral link per partner, and a commission that accrues at conversion, is approved by a person, and is released only against money collected.
Registry with RERA number
Firm, RERA registration and commission rate per partner. A rate above 10% is refused as a typo, not clamped.
Referral links and attribution
One link per partner; the first claim wins. A partner portal gives the broker their own view of leads and payouts.
Approved by a person, then released
Accrued at conversion as a snapshot, approved by a manager, and released as receipts come in — with s.194-H TDS recorded like every other deduction.
Money is never un-approved
A commission with a payout against it cannot be cancelled. A cancellation must carry a reason, and it stays in the audit trail.
Releasable commission
= earned × collected ÷ booking valueIllustrative figures.
Against a generic CRMBuilt around how
Built around how
property is sold.
A general-purpose CRM ends at “deal won”. Property sales continue for another eighteen months — through construction, collections and handover.
| Area | Generic CRM (Zoho, Freshsales, sheets) | ZevroCRM |
|---|---|---|
| Pipeline | Custom fields and manual stage setup | Residential, JV and custom-construction ready; stages editable |
| Inventory | Not modelled | Units, holds, a visual block / floor / unit grid |
| After “deal won” | Stops | Construction stages, demands, receipts, statement, handover |
| Tax | None | GST and s.194-IA / 194-H TDS on every payment and commission |
| Customer | No login | Portal: dues, receipts, documents, progress, tickets |
| Brokers | A contact type | Referral links, attribution, commission released on collection |
| Marketing | A source field | Campaign spend → cost per lead and per booking |
| Pricing | Per user | Flat per workspace |
| Data | Shared multi-tenant tables | Own database per client |
Product questionsWhat it does,
What it does,
and what it doesn’t.
Straight answers on scope: what is in the product today.
How is ZevroCRM different from a general-purpose CRM?
A generic CRM stops at “deal won”. ZevroCRM continues through what happens next in property sales: unit inventory with holds, the cost sheet and branded quote, the booking, payment milestones with numbered receipts and GST/TDS, construction stages that date the payment demands, a customer portal, channel-partner commissions released as money is collected, and the handover. A generic CRM has to be bent into that shape with custom fields.
How does ZevroCRM handle payments after the booking?
Each booking carries a payment schedule seeded from your workspace template. Every payment gets a numbered receipt with GST and s.194-IA TDS recorded, and the statement of account shows paid, due and balance. Construction stages — with % complete, the date reached and photographs — set the due date of the linked demand as “date reached plus grace days”, so a demand is raised against evidence rather than a spreadsheet date. Money already paid is never re-dated.
Which lead sources can ZevroCRM capture?
Fifteen sources are tracked out of the box: website form, chatbot, WhatsApp, Instagram, YouTube, Google Ads, Google Business, MagicBricks, 99acres, phone call, walk-in, referral, broker, email and other. Enquiries are deduplicated, tagged by project and budget, and routed to the right relationship manager automatically. Campaign spend is recorded per source, so the report shows cost per lead and cost per booking rather than a share of enquiries.
Can we import our existing leads?
Yes. ZevroCRM supports CSV import, and we help map your columns to the right fields before your team starts using the workspace, so nothing is lost from the spreadsheet you are moving off.
Does ZevroCRM work on mobile?
Yes. ZevroCRM is a responsive web application, so sales executives can update a lead or log a site visit from a phone browser without installing anything. There is no separate native mobile app today.
How your data is kept · Still unsure whether it fits how you sell? Book a demo or write to hello@zevrocrm.com.
Get startedLet’s talk about
Let’s talk about
your property sales.
Tell us a little about your team and projects. We’ll show you exactly how ZevroCRM fits your sales workflow — from first enquiry to final booking.
- A 30-minute personalised walkthrough
- See it set up with your own projects
- Guidance on moving off spreadsheets
- No obligation — we reply within a day